Institutional Ownership Ishares Tr Core Moderate Alloc (AOM)
This table provides information about the institutional ownership of Ishares Tr Core Moderate Alloc (AOM). We have compiled data on the 250 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $501 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
20,366
shares
|
$901,195
0.07% of portfolio
|
Q3 2024
Added 24.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,241
shares
|
$895,664
0.0% of portfolio
|
Q3 2024
Reduced 14.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
20,134
shares
|
$890,929
0.01% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
19,292
shares
|
$853,671
0.15% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
19,165
shares
|
$848,051
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
18,791
shares
|
$831,501
0.16% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
18,713
shares
|
$828,050
0.2% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
18,368
shares
|
$812,784
0.32% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
18,024
shares
|
$797,562
0.18% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
17,889
shares
|
$791,588
0.03% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
17,838
shares
|
$789,331
0.05% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
17,829
shares
|
$788,933
0.03% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
17,571
shares
|
$777,516
0.51% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
17,566
shares
|
$777,295
0.04% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
15,456
shares
|
$683,928
0.13% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
15,325
shares
|
$678,131
0.01% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
15,180
shares
|
$671,715
0.08% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,123
shares
|
$669,192
0.02% of portfolio
|
Q3 2024
Added 66.13%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
14,413
shares
|
$637,775
0.07% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
14,074
shares
|
$622,774
0.3% of portfolio
|
Q1 2023
Added 2.47%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
13,968
shares
|
$618,084
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
13,714
shares
|
$606,844
0.36% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,681
shares
|
$605,384
0.11% of portfolio
|
Q3 2024
Reduced 22.76%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
13,422
shares
|
$593,923
0.07% of portfolio
|
Q3 2024
Added 16.2%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
13,418
shares
|
$593,746
0.37% of portfolio
|
Q3 2024
Reduced 6.19%
|